Admin & Operations

4 days ago

Sadashivanagar Bengaluru Karnataka, India Your Personal CFO Full time ₹ 18,00,000 - ₹ 27,00,000 per year

Overview

We are seeking a detail-oriented and proactive Operations Associate to join our dynamic team. The ideal candidate will play a crucial role in ensuring the smooth operation of our office by providing essential administrative support. This position requires a blend of organisational skills, computer proficiency, and effective communication abilities to enhance our operational efficiency.

I am looking for Office Admin and Mutual Fund Operations Executive.

This is a work from office opportunity 9AM to 6PM Monday to Saturday.

This job has 2 functions:

1. Office Admin & Accounts

- Office Maintenance, Upkeep, Documentation

- Pick up & Drop to Bank or Clients for Cheques or Documents

- Scan & Reconcile: Invoices, Bills, CC, SB, CA, Insurance, etc

  1. Operations Assistant
  2. Client Operations - documents, database, KYC, COB, account opening, transactions
  3. Office Operations - Google drive, folders, policies,
  4. Data Gathering & Reconciliations - Income, AUM, Monthly Portfolio Reports, Client Review Reports

Duties

  • Assist with daily office operations, ensuring all tasks are completed efficiently and effectively.
  • Perform data entry tasks accurately and in a timely manner to maintain up-to-date records.
  • Manage incoming calls with professionalism, demonstrating excellent phone etiquette.
  • Utilise Microsoft Office and Google Workspace to create documents, spreadsheets, and presentations as needed.
  • Maintain organised filing systems for both physical and digital documents.
  • Support financial processes by managing invoices and transactions using QuickBooks.
  • Collaborate with team members to streamline administrative processes and improve overall productivity.
  • Provide clerical support including typing correspondence and preparing reports.

Skills

  • Previous office experience is essential for understanding the demands of an administrative role.
  • Strong computer skills, particularly in Microsoft Office Suite (Word, Excel, PowerPoint) and Google Workspace applications.
  • Demonstrated administrative experience with a focus on organisation and efficiency.
  • Excellent phone etiquette to ensure professional communication with clients and stakeholders.
  • Outstanding organisational skills to manage multiple tasks effectively while maintaining attention to detail.
  • Proficient typing skills for efficient data entry and document preparation.
  • Familiarity with QuickBooks is advantageous for managing financial records.
  • Experience in clerical roles will be beneficial for performing various administrative tasks. We invite motivated individuals who are eager to contribute to our team's success while developing their skills in a supportive environment to apply for this exciting opportunity as an Operations Associate.

Job Types: Full-time, Permanent

Pay: ₹27, ₹37,500.00 per month

Benefits:

  • Paid sick time

Experience:

  • mutual funds: 1 year (Preferred)
  • Financial services: 1 year (Preferred)
  • Wealth management: 1 year (Preferred)

Location:

  • Sadashivanagar, Bengaluru, Karnataka (Preferred)

Work Location: In person

  • Admin & Accounts Executive

    4 days ago

    Sadashivanagar, Bengaluru, Karnataka, India Your Personal CFO Full time ₹ 2,00,000 - ₹ 6,00,000 per year

    Job Title: Accounts & Admin ExecutiveLocation: 403, Redifice Strada, Sadashivnagar, Bangalore at Mekhri Circle) Experience: 0–3 years (Freshers CANNOT apply)Qualification: B.Com / M.Com (preferred)About Dyota Solutions:Dyota Solutions is a SEBI Registered Investor Advisor (RIA), focused on financial planning and retirement advisory solutions to help...

  • Marketing Assoc 1

    4 days ago

    Bengaluru, Karnataka, India IQVIA Full time

    Partner with Business stakeholders, Program teams to prioritize, develop and release solutions using Salesforce marketing cloud. - SFMC Developer with hands on experience in SFMC Salesforce Marketing Cloud, able to troubleshoot with debugging skills - Must have SF marketing cloud certification - Contribute to design, delivery, and further enhancement of SFMC...

  • Admin Executive

    1 week ago

    Sadashivanagar, Bengaluru, Karnataka, India BlinkBlink Full time ₹ 60,00,000 - ₹ 72,00,000 per year

    A reputed preschool branch is seeking a Admin Executive to handle daily operations and support the team effectively.Enhances effectiveness of Head - MYP by providing information management support representing the Head - MYP to others.Responsibilities:Produces information by transcribing, formatting, inputting, editing, retrieving,copying, and transmitting...

  • Admin Operations

    1 week ago

    Koramangala, Bengaluru, Karnataka, India Quest for success Full time

    Job description **Company Description** **Role Description** Do you have a keen eye for detail and a passion for education? We are looking for a proactive and organized individual to join our team as an **Admin cum Analyst**. If you excel at multitasking, providing constructive feedback, and working closely with parents, this role is for...

  • Admin and Operations Executive

    2 weeks ago

    Bengaluru, Karnataka, India S.R.Gopal Rao Opticians & Optometrist Full time

    **COMPANY PROFILE** S.R.Gopal Rao Opticians and Optometrists is a cherished name with a legacy of offering services in optometry and opticinary since the late 19th century. Formed on the principles of trust and care, it is a brand with a commitment to precision-driven vision care and personalized attention, values it has become synonymous with. As premier...

  • Admin and Operations Executive

    6 days ago

    Bengaluru, Karnataka, India S.R.Gopal Rao Opticians & Optometrist Full time

    **COMPANY PROFILE** S.R.Gopal Rao Opticians and Optometrists is a cherished name with a legacy of offering services in optometry and opticinary since the late 19th century. Formed on the principles of trust and care, it is a brand with a commitment to precision-driven vision care and personalized attention, values it has become synonymous with. As premier...

  • Admin & Operations

    2 days ago

    Hebbal Kempapura, Bengaluru, Karnataka, India Alphacentric Healthcare Pvt.ltd Full time

    **Position Title**: Admin and Operations - **Location**: [Hebbal, Bangalore - Mon - Sat(10 AM to 7 PM) - **Languages**: English, Kannada and Hindi **Key Responsibilities**: - Assist in identifying and evaluating suppliers/vendors. - Help manage supplier relationships and monitor performance. - Process purchase orders and track delivery status. - Conduct...

  • Admin and Operations Executive

    4 days ago

    Bengaluru, Karnataka, India Matrix Moon Private Limited Full time

    **Executive - Administration/Operations** Position Title: Executive - Administration/Operations Location: Bangalore **Company Profile** Matrix Moon is a start-up focused on providing the best technological and industrial training solutions. We, along with our valued partners, are augmenting the adoption of 3D printing technology to further the goal of...

  • Admin Executive

    4 days ago

    Bengaluru, Karnataka, India Medpg Full time

    **Job Vacancy: Admin Executive - MEDPG Institute** **About Us**: MEDPG is a leading NEETPG coaching institution known for providing exceptional medical PG coaching across India. As we continue to grow, we are looking for a **young ,motivated and dynamic Admin Executive to join our team**. This role will involve managing various administrative tasks,...

  • Maintenance Planner

    1 week ago

    Bengaluru, Karnataka, India Quest Global Full time

    **Job Requirements**1. Understanding of Annual Budget preparation process, with respect to data collection & collation. 2. Involvement in plant budget preparation exercise will be an added advantage. 3. Good understanding of SAP with knowledge of standard transactions, for historical & future work calculation/estimation. 5. Analysing the data and...